+25,809.4%
AVGO vs DIS
+451.6%
+25,357.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | -9.9% | +5.2% | -15.2% | -12.2% |
| 30D | -22.0% | +11.5% | -33.5% | -26.3% |
| 3M | -30.0% | +11.5% | -41.6% | -34.3% |
| 6M | -30.7% | +8.9% | -39.6% | -34.6% |
| YTD | -14.7% | +3.4% | -18.1% | -18.1% |
| 1Y | -16.8% | +7.2% | -24.0% | -21.9% |
| 3Y | +244.4% | +43.3% | +201.1% | +165.7% |
| 5Y | +474.0% | -31.4% | +505.5% | +549.5% |
| 10Y | +2,122.6% | +37.1% | +2,085.5% | +1,400.8% |
| All | +25,809.4% | +451.6% | +25,357.8% | +7,407.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling